SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 25 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $334,259 | -5.1% | 8,070 | +0.4% | 0.10% | -15.7% |
| Q2 2023 | $352,149 | +4.5% | 8,040 | 0.0% | 0.12% | +11.7% |
| Q1 2023 | $337,115 | +3.5% | 8,040 | 0.0% | 0.10% | +8.4% |
| Q4 2022 | $325,698 | +7.5% | 8,040 | +0.2% | 0.10% | +4.4% |
| Q3 2022 | $303,000 | -2.9% | 8,020 | +0.2% | 0.09% | +4.6% |
| Q2 2022 | $312,000 | -17.7% | 8,006 | 0.0% | 0.09% | -8.4% |
| Q1 2022 | $379,000 | -8.5% | 8,006 | +100.0% | 0.10% | -22.8% |
| Q4 2021 | $414,000 | +3.2% | 4,003 | 0.0% | 0.12% | -9.6% |
| Q3 2021 | $401,000 | -4.1% | 4,003 | -0.2% | 0.14% | -2.9% |
| Q2 2021 | $418,000 | +4.8% | 4,013 | +0.2% | 0.14% | -13.6% |
| Q1 2021 | $399,000 | +11.8% | 4,003 | -0.2% | 0.16% | +8.0% |
| Q4 2020 | $357,000 | – | 4,011 | – | 0.15% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Strategic Financial Planning, Inc. | 315,961 | $13,087,109 | 12.05% |
| Financial Advisors, LLC | 984,705 | $40,786,480 | 10.10% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 811,567 | $33,595,324 | 9.71% |
| FIDELIS iM, LLC | 385,576 | $15,971 | 9.36% |
| MONEYWISE, INC. | 355,217 | $14,713,088 | 9.23% |
| Mokosak Advisory Group, LLC | 497,025 | $20,587,051 | 8.37% |
| Waterford Advisors, LLC | 301,949 | $12,506,710 | 7.00% |
| MERIDIAN MANAGEMENT CO | 515,951 | $21,370,701 | 6.97% |
| ForthRight Wealth Management, LLC | 357,436 | $14,804,981 | 6.38% |
| MARSHALL FINANCIAL GROUP INC /ADV | 372,476 | $15,427,952 | 6.28% |